Churchill Management’s Iron Mountain IRM Stock Holding History

Churchill Management’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-173,539	Closed	-$18.2M	–	153
2024 Q4	$18.2M	Buy	173,539 +517	+0.3%	+$60.7K	0.2%	37
2024 Q3	$20.6M	Sell	173,022 -4,233	-2%	-$453K	0.24%	38
2024 Q2	$15.9M	Sell	177,255 -2,980	-2%	-$241K	0.19%	46
2024 Q1	$14.5M	Sell	180,235 -5,208	-3%	-$377K	0.18%	44
2023 Q4	$13M	Sell	185,443 -6,315	-3%	-$396K	0.2%	41
2023 Q3	$11.4M	Sell	191,758 -9,242	-5%	-$565K	0.19%	46
2023 Q2	$11.4M	Buy	+201,000	New	+$11M	0.19%	55
2022 Q1	–	Sell	-31,559	Closed	-$1.65M	–	133
2021 Q4	$1.65M	Buy	+31,559	New	+$1.49M	0.02%	138
2020 Q1	–	Sell	-35,944	Closed	-$1.15M	–	103
2019 Q4	$1.15M	Buy	+35,944	New	+$1.18M	0.02%	108

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Churchill Management's IRM Position: Q1 2025 in Review

Churchill Management sold out of Iron Mountain (IRM) in Q1 2025, closing a stake of 173,539 shares — an estimated $18.2M sold.

Churchill Management first reported a position in IRM in Q4 2019 and held it in 9 quarters. The position peaked at $20.6M in Q3 2024. 994 funds tracked by Wall St. Rank hold IRM as of Q1 2025.

Churchill Management reported no remaining Iron Mountain position as of Q1 2025 after selling out during the quarter.
Churchill Management sold 173,539 Iron Mountain shares in Q1 2025, an estimated $18.2M.
Churchill Management first reported a position in Iron Mountain in Q4 2019 and held it in 9 quarters.
Churchill Management's Iron Mountain position peaked at $20.6M in Q3 2024.
994 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2025.

Based on Churchill Management's 13F filing for Q1 2025, filed 25 Apr 2025.